See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,514 | $93,571-73.8% | $135,903-82.0% | $75,163-67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 52.75% | 30.90%+21.8pp | 68.23%-15.5pp | 160.62%-107.9pp |
| Employer contribution / active EE | $2,981 | $3,537-15.7% | $4,856-38.6% | $2,670+11.6% |
| Participant deferral / active EE | $6,621 | $6,404+3.4% | $7,758-14.7% | $4,125+60.5% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |